Coronado Investments, LLC

Broker-DealerFINRA MemberEst. 2001
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Rancho Santa Fe, California
CRD number
111992
Registered since
September 12, 2001

Firm profile

FINTRX

Overview

Coronado Investments, LLC is organized as a limited liability company and has been registered with the SEC since 2001. Ownership is recorded as a combination of a domestic entity and an individual. The firm is categorized as "unclassified" in the available records. Publicly reported metadata indicates Coronado Investments does not operate as a capital allocator, does not identify as an active ESG investor, and is not listed as a multi-state adviser. It is also not reported as a newly formed adviser, a pension consultant, or a related adviser. The firm has not disclosed its fee schedule, client segments, or the primary advisory and business activities in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Arne Rovell

    Principal And Chief Compliance OfficerCRD 4741660

Contacts

1 of 1
  • Mitchell Little

    Mitchell Little

    Managing MemberCRD 1701341

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Rancho Santa Fe, CA

San Diego

Location

Rancho Santa Fe, CA

Headquartered in Rancho Santa Fe, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
17630 El Vuelo
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth